George Kaiser Family Foundation’s UnitedHealth UNH Stock Holding History

George Kaiser Family Foundation’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	4,305 +1,910	+80%	+$708K	0.17%	28
2026 Q1	$648K	Hold	2,395	–	–	0.07%	28
2025 Q4	$791K	Hold	2,395	–	–	0.11%	21
2025 Q3	$827K	Hold	2,395	–	–	0.12%	18
2025 Q2	$747K	Buy	2,395 +1,295	+118%	+$495K	0.11%	19
2025 Q1	$576K	Buy	1,100 +633	+136%	+$324K	0.08%	19
2024 Q4	$236K	Buy	+467	New	+$265K	0.03%	17
2023 Q4	–	Sell	-3,984	Closed	-$2.01M	–	39
2023 Q3	$2.01M	Hold	3,984	–	–	0.38%	29
2023 Q2	$1.91M	Sell	3,984 -740	-16%	-$362K	0.32%	35
2023 Q1	$2.23M	Buy	+4,724	New	+$2.28M	0.36%	32

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

George Kaiser Family Foundation's UNH Position: Q2 2026 in Review

George Kaiser Family Foundation increased its UnitedHealth (UNH) stake by 80% in Q2 2026, buying an estimated $708K and bringing the position to 4,305 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #28.

George Kaiser Family Foundation first reported a position in UNH in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2023. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

George Kaiser Family Foundation held 4,305 shares of UnitedHealth worth $1.79M as of Q2 2026.
George Kaiser Family Foundation bought 1,910 UnitedHealth shares in Q2 2026, an estimated $708K.
UnitedHealth made up 0.17% of George Kaiser Family Foundation's portfolio in Q2 2026, its #28 holding.
George Kaiser Family Foundation first reported a position in UnitedHealth in Q1 2023 and has held it in 10 quarters since.
George Kaiser Family Foundation's UnitedHealth position peaked at $2.23M in Q1 2023.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.